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olga-koulikova
Level 1

hi, can I add a transactions for 2024 years?

 
1 Comment 1
Dandie_A
QuickBooks Team

hi, can I add a transactions for 2024 years?

Yes, Olga. You can add a 2024 transaction to your QuickBooks Self-Employed.

 

Adding older transactions to QuickBooks Self-Employed (QBSE) involves a two-step process. You need to export the transactions from your bank and then import them into QuickBooks using your laptop or desktop.

 

Before exporting transactions from your bank, check which ones are already in QuickBooks to avoid adding duplicates.

 

Here’s how to export transactions from your bank:

 

  1. Sign in to your bank’s website.
  2. Follow the steps on your bank's website to download your transactions as a CSV file. This option is typically found as a button or link on your account page.
  3. Set the date range for at least one day before the oldest transaction in your QuickBooks account.
  4. Follow any on-screen instructions to finish the download.

 

To import the transactions in QuickBooks Self-Employed, here's how you can do it:

 

  1. Navigate to the Gear icon, then select imports.
  2. Click Import older transactions for the account to which you want to add transactions.
  3. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Select the file and select Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  6. Click Continue to complete the import.

 

If you want to review what you imported, you can check this article as a future guideline: Review the imported transactions in QuickBooks Self-employed.

 

Also, after manually importing transactions into QuickBooks Self-Employed, you can proceed to categorize each transaction.

 

We're always here to assist and answer questions if you need anything else.

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